Lunch ‘N Learn:
ERM to Scale
for Every Business

Wednesday, November 17th, 2021 | 12:00 pm – 1:00 pm EST

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How can businesses of every size plan for risk like an enterprise-level company? 

Risk, in one form or another, is present in virtually all worthwhile endeavors. Managing that risk is essential to the success of an organization. So what exactly is Enterprise Risk Management (ERM) and how can you apply it to your business?

Key Takeaways Include:

  • Understanding the risk management process through the lens of ERM
  • Tailoring ERM to your business, regardless of size
  • How the risk assessment process works
  • Retaining risk and self-insuring versus buying insurance
Event Details

Speakers: Paul Marchena, CPCU, ARM of RiskVersity and Ryan Mefford of RiskSOURCE Clark-Theders
Date: Wednesday, November 17, 2021
Time: 12:00PM – 1:00PM EST

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About Our Speakers

Paul Marchena, CPCU, ARM

Director, Risk Consulting Services | RiskVersity

Paul Marchena is a native from the island of Curacao, Dutch Antilles. Paul has over 23 years of experience in the enterprise risk management consulting & insurance placement arena, and is fluent in four languages (reading and writing). Paul serves all industries and specializes in manufacturing, distribution, and hospitality. He provides executives with advice on general risk management and insurance placement, contractual risk, business continuity, crisis management, risk control, and other operational risk management issues. He brings a wealth of experience in both the North American and Caribbean risk management consulting and insurance placement markets. He began his career as an underwriter trainee at Royal Sun Alliance and proceeded to work for PricewaterhouseCoopers as a risk consultant working on domestic and international clients.

Paul obtained his degree in Risk Management & Insurance from the prestigious Terry College of Business at the University of Georgia. He holds the Chartered Property & Casualty Underwriter (CPCU) and Associate in Risk Management (ARM) designations. He is also actively involved on a board level with several non-profit community organizations.

Ryan Mefford

Commercial Risk Advisor | RiskSOURCE Clark-Theders

For nearly 10 years, Ryan Mefford has worked alongside clients to customize risk management strategies and insurance programs, bringing creative solutions that drive results. He is a subject matter expert in manufacturing, distribution, retail, real estate, transportation, and cyber. Ryan has significant experience with complex organizational structures and large fleets.

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About RiskSOURCE

RiskSOURCE goes beyond what you might expect from a traditional insurance agency because we believe that “insurance alone is never enough.” We specialize in customized risk management and property & casualty insurance for businesses and individuals. We deliver thorough consultation, education and proactive planning. RiskSOURCE cares about your best interests, creating long-term value and earning trust. We were founded in 1977 and continue to grow with national coverage and offices in West Chester, Ohio and Knoxville, Tennessee.

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9938 Crescent Park Dr, West Chester Township, OH 45069 | 888-779-2800